Finding True Wealth

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Roszczenie

  Nick chats with Scott Westgate, founder and president of MBC Retirement Services, located in Rochester, MI. Peak and MBC have worked together on many plans since 2002 with tremendous success. Scott talks about the different retirement plans available to the small business owner today and pro…

Nick sits down with Dr John Mlinarcik talking personality styles. Understanding your own personality style helps you understand your own needs and why you do what you do. The same can be said about the other people in your life- understanding their personalities and how to interact with them are ju…

Despite everything you have heard, your house and your 401k are not your largest asset – your career path and income are your biggest asset by far. Listen as we give one simple tip on how to maximize your largest asset, according to Nick Hopwood, CFP.

Learn about the sweet spot of Roth IRA Conversion from Nick Hopwood, CFP. How do some people convert their IRA to a Roth IRA with little or no tax due?

Pensions don’t exist like they did in the past. Peak Income 360 seeks to replace that pension by adding multiple passive income streams.

Did you miss the Naked Retirement Workshop? Listen in and get caught-up as Nick chats with Donna Martin,  CEO of Change Engine, a business and retirement coaching firm. At Change Engine, she works with professionals who want to achieve big goals and overcome obstacles in their business lives as wel…

Nick speaks with John Diehl, SVP at Hartford Funds and liaison to the MIT Age Lab, where they do a lot of cool research! Our topic today is the 5 ways technology will change the way we age. Check out this white paper which covers the apps, sites, and devices discussed. Also, below is the

From success to significance: Chip shares his story about reaching “Halftime” in his life.  Learn why he walked away  (in his early 50’s) from his successful 26 year career as VP of Finance at Enterprise Car Rental and how he is paying it forward.    

Download Expense Tracking and Net Worth Tracking Spreadsheet I hate the word budget. It reminds me of being on a diet. For some reason, people hate diets AND budgeting. This ten minute podcast uncovers a new spin on budgeting – expense tracking. Learn how to combine expense tracking with Gary…